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ClickUp is a cloud-based collaboration and project management tool that offers docs, reminders, goals, calendars, and an inbox. It’s designed for teams of all sizes and industries.

Configuring ClickUp as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the ClickUp option from the list of connectors. Click Next and you’ll be prompted to add your access.

1. Add account access

You’ll need your ClickUp Personal Access Token for this connection. Once you have it, add the account access, then click Next.
  • Access Token: Your Personal Access Token to authenticate against the ClickUp API service.
  • Team ID: The team ID you want to sync with this connector. You can obtain the team ID from your ClickUp URL. For example, in this URL -> https://app.clickup.com/90132270444 the team ID will be 90132270444.
  • Start Date: The earliest record date to sync.
Advanced Settings:
  • List IDs (optional): Specify ClickUp list IDs to sync. When provided, only these lists are fetched directly (bypassing the full space/folder hierarchy), which improves sync performance. If left empty, all lists across all spaces and folders will be fetched.
  • Comments List IDs (optional): Specify the list IDs from which to extract task comments. Providing list IDs significantly improves sync performance and reduces API calls. If left empty, comments will be fetched from all tasks across all lists, which may be slow for large workspaces.

2. Select streams

Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!
  • Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can determine when to execute a full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while. Once you are ready, click Next to finalize the setup.

5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

Streams and Fields

Below you’ll find all available data streams from ClickUp and their corresponding fields:
Stream for fetching space information.
Stream for fetching folder information within a specific space.
Stream for fetching list information. This includes both lists within folders and folderless lists.
Stream for fetching task information within a specific list.
Stream for fetching user information from the team.
Stream for fetching task comments. This is a child stream of Tasks.
For large workspaces, use the Comments List IDs configuration to limit which lists are scanned for comments. This significantly improves sync performance.
Stream for fetching time entry information.
Stream for fetching the time spent by tasks in each status. This stream uses a bulk API endpoint to efficiently retrieve status duration data for multiple tasks.
The Time Entries stream is only available for users with the “Time Tracking” feature enabled in their ClickUp account. Also, only users with the “Admin” role can access this stream to get other users’ time entries.
The Time Entries stream supports incremental sync using the at field (last update timestamp). The Comments stream uses full table sync and fetches comments from all tasks (or filtered by list IDs if configured).

Skills for agents

Download ClickUp skills file

ClickUp connector documentation as plain markdown, for use in AI agent contexts.